Seth Klarman's Bold Move and Smart Money's Chinese Bet

Author

Bald Investor
March 16, 2025

Welcome to our latest investment insights where we explore the most compelling moves by top investors and what they might mean for your portfolio. Today, we're examining two fascinating stories that have caught our attention: Seth Klarman's massive position increase in Restaurant Brands International and why some of the world's smartest money managers are rushing into PDD Holdings.

Seth Klarman's Bold Move: Restaurant Brands International

In our latest video, we explore one of the most interesting recent moves in the investment world - Seth Klarman's massive 10,000% increase in his Restaurant Brands International position.

This company, which owns household names like Burger King, Tim Hortons, Popeyes, and Firehouse Subs, has caught the attention of not just Klarman but also investing heavyweights Bill Ackman and Lee Ainslie. But what exactly do these seasoned investors see in this fast-food giant?

With more than 32,000 restaurants across 120+ countries, Restaurant Brands International certainly has scale. But does it have the fundamentals to match? In our latest analysis, we dive deep into the company's:

  • Recent financial performance

  • Dividend history and sustainability

  • Growth prospects

  • Debt concerns

  • Valuation compared to competitors

While the company offers a solid 3.9% dividend yield and shows impressive earnings per share growth of 22.8%, it also carries concerning levels of debt. Is this debt a ticking time bomb or simply fuel for future expansion?

Check out our full video analysis to discover whether Restaurant Brands International deserves a place in your portfolio or if you should look elsewhere for better opportunities in the restaurant industry.

Why Top Investors Are Rushing Into PDD Holdings

Have you noticed how some of the world's smartest investors are suddenly piling into PDD Holdings? Names like Michael Burry, David Tepper, and Chase Coleman have been buying this Chinese e-commerce giant at an unprecedented rate.

In our latest video analysis, we dive deep into what these investment legends see in PDD that others might be missing.

The numbers are genuinely eye-popping:

  • A company that has grown revenue at 141% since its early days

  • A business that turned $1,000 at IPO into over $5,000 today

  • A current P/E ratio of just 11.8 - one of its lowest ever

But of course, there are important questions to consider. This is a Chinese company with significant geopolitical risk factors. It's been diluting shareholders by issuing new shares at a concerning rate. And can its monster growth possibly continue?

Our comprehensive 7-step analysis walks through every aspect of PDD Holdings - from its financial health to valuation models that suggest whether it's currently priced attractively.

The video explores why this might be one of those rare opportunities where retail investors can follow "smart money" into a potentially lucrative investment... or if the risks outweigh the potential rewards.

Watch the full analysis to discover if PDD Holdings deserves a place in your portfolio

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